Mussett Wealth Management, LLC fees and pricing
Financial planner in Rensselaer, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Mussett Wealth Management, LLC charges $175-$225 an hour and a flat or project fee of $6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $175-$225/hr
“Financial - 4- Mussett Wealth Management planning fees may be billed on a flat fee, not to exceed $6,000, or an hourly basis, ranging from $175-$225 per hour.”
- Flat or project fee
- $6,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mussett Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for advisory services are billed quarterly, in arrears, and are based on the total value of account assets as of the end of the previous quarter.”
- “Payment in full is expected upon invoice presentation.”
- “The client must consent in advance to direct debiting of their investment account and may choose to submit payment for management fees.”
How Mussett Wealth Management, LLC’s fees compare
- Its hourly rate of $175-$225 is below the New York median of $300. 11% of the 301 other New York planners that publish an hourly rate charge less.
- Its flat or project fee of $6,000 is above the New York median of $4,500. 67% of the 251 other New York planners that publish a flat or project fee charge less.
About Mussett Wealth Management, LLC
“Mussett Wealth Management provides personalized financial planning and investment management to individuals, charitable organizations and businesses. Mussett Wealth Management provides financial planning, investment supervisory and management services and furnishes investment advice through consultations.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2011 (15 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 95
- Employees
- 2
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $110,427,166
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 158463
- Phone
- (518) 328-8104
Other planners in New York that publish fees
- 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
- Abaya Wealth Management LLCBuffalo$2,000-$5,000
- Abby Advisors LLCDobbs Ferry$250/hr, $500
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- About Time Financial PlanningRochester$1,000-$2,000, $700-$3,200/qtr
- Acacia Grove Wealth ManagementSchenectady$300/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.